Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email
Can there be a system setting which controls the default option on Invoices for the Approve button.
It is currently Approve & Email and we would like to have the default as just Approve.
If it was a system setting companies could chose best option for them.
 Peter May
    
 shared this idea
Peter May
    
 shared this idea
      
    Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
Thanks for all contributing, and staying plugged into updates on this idea.
Being upfront, we will continue to field feedback and revise this idea, but we don’t have plans for adding the ability to set your own default any time in the short term.
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       Therese Ereira
    
 commented Therese Ereira
    
 commentedI got an email yesterday saying there was a new comment on this page and there's nothing since January saying it wouldn't happen, totally disregarding what your paying clients are asking for? Just do it? 
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       Ben Houston
    
 commented Ben Houston
    
 commentedThis needs to be added. It is such a simple feature which highlights how rubbish the new invoicing is. 
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       Therese Ereira
    
 commented Therese Ereira
    
 commentedJust give us the option to change the default to just approve a everyone is asking for? 
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       Jim Morris
    
 commented Jim Morris
    
 commentedNa, that's not how software development works these days @Sam. Why would they pay devs to test, when they can just get us to pay for the privilege of testing it for them? 
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       Sam Hume
    
 commented Sam Hume
    
 commentedThe shortcut Cmd Option A opens up the Developer Console on Safari. Do the devs just not even test these things?! 
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       Sharoll Kumar
    
 commented Sharoll Kumar
    
 commentedHI Kelly Munroe and Xero team, could we please have an invoice short-cut 
 for 'approve and view next' PLEASE
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       Thomas Waterhouse
    
 commented Thomas Waterhouse
    
 commentedThis would be a significant improvement, and so easy for developers to change too. Please make this change Also why on earth where shortcuts keys added for some approve items but not all? I almost always use 'approve and view next' which hasn't got a shortcut. Why add a feature and only half do it? 
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       Smart Accounting HB Ltd
    
 commented Smart Accounting HB Ltd
    
 commentedWe too do not use approve and email. Please default to approve only or give us the option to select it as our default! 
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       Matt Nelson
    
 commented Matt Nelson
    
 commentedCurious as to who thought that approve and email should be the default option. Surely common sense says have it as just approve, the sooner I can change this the better 
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       Piercer Charlie's Creations
    
 commented Piercer Charlie's Creations
    
 commentedGive us the option to select oir default. 
 For us we would choose 'Approve and add Payment'
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       Joanne Potter
    
 commented Joanne Potter
    
 commentedI too rarely use approve and email. Please default to approve only or give us the option to select it as our default! 
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       Ross Bladin
    
 commented Ross Bladin
    
 commentedI NEVER EVER use Approve & email. 
 I have been using Xero for around 5 Years, and have never used it once.
 The default has always been "Approve", why change it??
 Please either change it back to just Approve, or make something we can individually set in settings somewhere.
 This is a crazy move, and it is quite apparent that no one likes it....
 Now that I am forced to use the new setup, it is driving me crazy.
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       Christine Royce
    
 commented Christine Royce
    
 commentedI'm very confused as to why when updating the platform, Xero didn't pull over the settings/defaults we were allowed to select and instead removed several of these. It seems to be that Xero downgraded the system rather than upgrading it. They've also taken away the ability to connect with other Xero accounts when emailing an invoice. The network key between Xero accounts doesn't show as an option anymore. We found a work around, but it's an extra few steps. We used to be able to select send the invoice where you had the option to check off whether the network should be connected or not. Now, in order to sync an invoice into another Xero login, you have to approve the invoice, go back to invoices, awaiting payments, check the box next to the invoice, then send it. This is crazy. And with this updated platform, why didn't Xero make the update so we can use a cash account when creating a journal entry. QuickBooks allows it. 
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       Duncan Philps-~Tate
    
 commented Duncan Philps-~Tate
    
 commentedI've just noticed that the keyboard shortcut for Approve (Ctrl-Alt-A) mentioned above seems to be the same as for "Update" when an invoice is in Edit mode. Which seems a bit strange. Particularly as it doesn't seem to work for Update when I try it. (FYI, Firefox under Windows 11) 
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       Tara Hope
    
 commented Tara Hope
    
 commentedNew Invoicing Approve Button. With the new update you have moved the approved button from the botoom to the top. When you you have multiple of lines and we have lots you have to scroll all the back to the top to approve it. 
 This is takes up heaps of time.
 Also can you just have it as a approve, rather than approve and email.
 Can the email part be an option?
 We enter up to 90 single sales sheet every.afternoon.
 Thanks
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       Stewart Easby
    
 commented Stewart Easby
    
 commentedI am also dissapointed I am forced to have to click though to approve or use 'yet another keyboard shortcut' while editing all our invoices that we do not want to email through Xero. It's bad enough being forced to use the new format, all these changes just slow the whole process down. What a thoroughly dissapointing response. 
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       Jordana Gray
    
 commented Jordana Gray
    
 commentedWe often do not need to email an invoice when we create one so we would really like 'Approve' to be the default or at least have another button for just 'Approve' 
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       Wendy Angliss
    
 commented Wendy Angliss
    
 commentedI worry that a comment someone said to me this week may take hold ... sounds like getting Xero support from Xero support. Xero don't let this festering issue undermine some progressive things that are happening. 
 We really need this functionality to carry out our roles efficiently, and enabling us to find time in our days to grow our businesses. Please acknowledge our pain and indicate what is in progress to address this.
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       Jack Scanlan
    
 commented Jack Scanlan
    
 commentedThe shortcuts are worthless, and not what anyone asked for, and now you've removed the option to use original invoicing without implementing this, really speaks volumes 
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       Dion Stockli
    
 commented Dion Stockli
    
 commentedWhile I appreciate the addition of shortcuts that I'll have to now get used to, I think it's incredibly disappointing that I have to use the shortcut OR manually select approve vs having it as the main default in Classic Invoicing. If you're not going to offer the ability to set our own default any time soon, it would be appreciated to keep similar defaults when forcing us to use the new poopy invoicing... 

